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Andrew Cushman

36 Years of Experience
Greenwich, CT
2 DisclosuresBroker

Andrew Cushman is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Denied
Customer Dispute
June 2001
Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 1990 - June 2009 · 19 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
September 1989 - June 2009 · 19 yrs 9 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMTNCNJNVNYOHORPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Cushman - Financial Advisor | TrueAdvisor